Manage contact details with the ActiveCampaign Chrome extension

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Manage contact details with the ActiveCampaign Chrome extension

The ActiveCampaign Chrome extension empowers users to manage and view contact details conveniently from within their Gmail inbox. This feature matters significantly as it streamlines workflow by eliminating the need to switch back and forth between applications. Users can efficiently update contact information, track activities, and manage associations without leaving their email interface.

Available for the following plan types: **Starter**, **Plus**, **Pro**, and **Enterprise**, the Chrome extension lets users take full advantage of ActiveCampaign’s functionalities directly within Gmail, enhancing productivity and user experience.

How to Access This Feature

To access the ActiveCampaign Chrome extension, first, ensure you have it installed from the Chrome Web Store. You can download it [here](https://chrome.google.com/webstore/detail/activecampaign-for-chrome/ilgclabmhgbhfoohngmjadlfmbagmlnf?hl=en-US).

Once installed, follow these steps:

1. Open your Gmail account. 2. Locate any email interaction with the contact you wish to manage. 3. The ActiveCampaign Chrome extension will automatically load on the right side panel, displaying the contact's record details.

Step-by-Step Instructions

View and Update High-Level Contact Information

1. Once the Chrome extension is open, the top of the panel will show the contact's name, phone number, and account name (for Plus, Pro, and Enterprise plans). 2. To modify the contact's information, click on the field you wish to update. You can type or select the new information. 3. Click outside the field to save your changes.

View, Add, and Remove Tags

1. Locate the **Tags** section within the side panel. 2. To add an existing tag, begin typing the tag name in the search bar. The extension will suggest available tags from your account. 3. To create a new tag, type the desired tag name and click the **Create** button. 4. To remove a tag, simply click the **X** next to that tag.

View and Update Custom Fields

1. Navigate to the **Fields** section in the side panel. 2. To update a custom field value, click on the field, and either type or select the new value. 3. Click outside of the field to save the update. 4. Use the toggle button in the **Display Empty Fields** card to show or hide empty fields.

View Lists and Automations

• To View Lists:*

1. The side panel shows which lists the contact is associated with, including their status (Subscribed, Unsubscribed, Bounced, or Unconfirmed). 2. You can subscribe a contact to new lists; however, unsubscribing is not available through the extension.

• To View Automations:*

1. The panel displays all automations the contact has entered. This includes both current and completed automations. 2. To manually add a contact to an automation, type the automation’s name in the search bar and select it from the dropdown.

View the Contact's Activity Feed

1. Click the **Activities** view to see the contact's activity feed — identical to what you will find on their profile page in the ActiveCampaign web application. 2. The feed shows recent activities in chronological order, including:

  * List subscriptions or unsubscriptions
  * Automation entries and completions
  * Campaigns sent and opened
  * Campaign link clicks
  * Site tracking and event tracking data
  * Emails sent and received
  * Notes, tasks, and deals created/updated

Add the Contact to Your Ignore List

If you wish to stop tracking a specific contact or their email data: 1. Open an email sent between you and the contact. 2. Click the overflow menu in the contact card. 3. Select **Add to ignore list**.

To remove them, repeat the process and select **Remove from ignore list**. You can also manage the ignore list through the extension settings in the browser bar.

Configuration Options

While using the ActiveCampaign Chrome extension, here are key configuration options available:

• Tags: View, add, and remove tags directly within the extension.
• Custom Fields: Update or add values in custom fields for each contact.
• Activity Feed: Access a chronological activity log for contacts to monitor interactions.
• Ignore List: Manage contacts that should not sync with ActiveCampaign to minimize unnecessary data flow.

Best Practices and Tips

- Regularly update contact information to maintain accurate records. - Use tags for effective segmentation within campaigns. - Check activity feeds post-campaigns to gauge contact engagement. - Utilize the ignore list strategically for contacts that you do not wish to track. - Experiment with adding custom fields to tailor the engagement experience.

Troubleshooting

If you encounter issues while using the ActiveCampaign Chrome extension, consider the following tips:

1. Ensure you have the latest version of the Chrome extension installed. 2. Check your internet connection for stability. 3. Make sure you are logged into the correct ActiveCampaign account. 4. If the side panel doesn’t load, try refreshing your Gmail page. 5. For persistent issues, clearing your browser cache may resolve the problem.

FAQ

Q1: What plans support the ActiveCampaign Chrome extension?

A1: The extension is available for the **Starter**, **Plus**, **Pro**, and **Enterprise** plans.

Q2: Can I unsubscribe contacts from lists through the Chrome extension?

A2: No, unsubscribing contacts from lists is not supported within the Chrome extension.

Q3: How do I update a custom field?

A3: Click on the field, type or select the desired value, and click outside the field to save changes.

Q4: What happens if I add a contact to the ignore list?

A4: Email tracking will cease for that contact, and data will not sync to ActiveCampaign.

Q5: Can I view all contact activities through the extension?

A5: Yes, all recent contact activities are displayed in the **Activities** view.

Q6: Is there a way to create new tags within the extension?

A6: Yes, you can create new tags by typing the desired name in the tags section and clicking the **Create** button.

Q7: How can I manage the ignore list?

A7: You can add or remove contacts from your ignore list via the overflow menu in the contact card or by accessing the extension settings in the browser.

For further information, check [Getting Started with the ActiveCampaign for Chrome extension](https://help.activecampaign.com/hc/en-us/articles/222211767-Get-started-with-the-ActiveCampaign-Chrome-extension). ```